European growth has dipped, but a US recession is only postponed

Yellow tram on bridge

Despite a technical recession, there are many positives for Europe.

Can equities survive the fight against inflation?

May macro webinar

Interest rates look set to be higher for longer – we assess the impact on economies and markets.

UK equities: the song remains the same

Despite the cost-of-living crisis we believe the gloom overhanging the UK economy is overdone

Berkshire Hathaway ups the ante on Japan

Japanese street

Why we’re excited about the opportunity set of inexpensive quality businesses in Japan – and Warren Buffet is too

Mit Chips und Schaufeln am Boom der künstlichen Intelligenz partizipieren

Computer chip

Künstliche Intelligenz (KI) gibt es schon seit Jahrzehnten, doch erst in den letzten eineinhalb Jahren hat sie ihr Schattendasein peu à peu hinter sich gelassen

Play the AI boom through chips and shovels

Computer chip

Artificial Intelligence is set to be among the defining technologies of the next decade. What’s the best way to tap-into this theme from an investment perspective?

What does a higher inflation world mean for dividends?

Heightened inflation will make it more complicated to identify sustainable dividend growers.

Identifying key sustainable themes for 2023 and beyond

Electric vehicle charging

The desire for energy security coupled with decarbonisation means there is now a sense of urgency around a green transition.

Interest rates do not need to rise much further in Europe

Continent view of Europe lit up

Paul Doyle, Head of Large Cap European Equities, looks at the green shoots in Europe, despite ongoing higher inflation and mixed signals on the strength of the economy.

Industry trends to watch in 2023

Sandy beach with clear blue water with giant yellow rocks -

The last few years have delivered a fair share of ‘once-in-a-lifetime’ setbacks for asset managers and investors.